EKWDX Mutual Fund

NAV$117.42

Returns Overview

1 Month
+22.05%
3 Months
+23.47%
6 Months
+61.98%
YTD
+81.93%
1 Year
+78.86%
3 Years
+44.96%
5 Years
+12.46%
10 Years
+17.12%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EKWDX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
+81.93%
Peer Avg (YTD)
+51.99%
vs Peers
+29.94%

EKWDX Mutual Fund Performance

EKWDX performance across multiple time periods: 1-month 22.05%, YTD 81.93%, 1-year 78.86%, 3-year 44.96%, 5-year 12.46%, 10-year 17.12%.

EKWDX returns outperform the peer average of 51.99% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

EKWDX performance comparison shows side-by-side returns with another fund. EKWDX alternatives are available in the Mutual Fund Screener.